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Sims Investment Management’s Walmart Inc WMT Stock Holding History

Sims Investment Management’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.4K Buy
+30
New +$3.72K ﹤0.01% 130

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sims Investment Management's WMT Position: Q2 2026 in Review

Sims Investment Management opened a new position in Walmart Inc (WMT) in Q2 2026: 30 shares worth $3.4K. The stake represents ﹤0.01% of the portfolio and ranks #130 among its holdings.

4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sims Investment Management held 30 shares of Walmart Inc worth $3.4K as of Q2 2026.
  • Walmart Inc was a new Sims Investment Management position in Q2 2026.
  • Walmart Inc made up ﹤0.01% of Sims Investment Management's portfolio in Q2 2026, its #130 holding.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.